Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal LifeTime 2070 Pooled separate accounts in their Schedule of Assets, totaling $266K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MUTH ELECTRIC INC MUTH ELECTRIC, INC. 401(K) RETIREMENT PLAN | MITCHELL SD | 496 | $42.5M | $184K |
| 2 | WHKS & CO WHKS & CO. SAVINGS PLAN | MASON CITY IA | 141 | $23.6M | $61K |
| 3 | BLUE DOT READI-MIX, LLC BLUE DOT READI-MIX, LLC 401(K) RETIREMENT PLAN |
MINT HILL NC |
| 203 |
| $8.0M |
| $21K |